STRATEGY STUDIO / PUBLIC DATA EXPLORER

CLINGEN FOUNDATION LTD: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CLINGEN FOUNDATION LTD (EIN 36-4200766)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-31
IRS object ID
201312129349100206
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-31T17:48:58-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN381357951EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN364200766EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CLINGEN FOUNDATION LTD CO BRIAN CLINGENBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCLINNameControl
Phone6303683700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15101 DARMSTADT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRIAN CLINGENName
TitlePRESIDENTTitle
Phone6303683700Phone
Date Signed2013-07-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBRIAN CARTERName
PTINP00369660PTIN
Phone3122071040Phone
Date Prepared2013-07-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY100805FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss257000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses257001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss1530LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss144OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm144OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1674TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm144TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss155000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps155000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss156674TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm144TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps155000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses100327ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY478SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY100805SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV100805SavingsAndTempCashInvstEOYFMV
Total Assets BOY478TotalAssetsBOY
Total Assets EOY100805TotalAssetsEOY
Total Assets EOYFMV100805TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY478RetainedEarningsBOY
Retained Earnings EOY100805RetainedEarningsEOY
Total Net Assets BOY478TotalNetAssetsBOY
Total Net Assets EOY100805TotalNetAssetsEOY
Total Liabilities Net Assets BOY478TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY100805TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY478TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses100327ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal100805Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY100805TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1318000QualifyingDistributionsYear1
Noncharitable Assets Year11387NoncharitableAssetsYear1
Distribution Ratio Year1229.271810DistributionRatioYear1
Qualifying Distributions Year2332000QualifyingDistributionsYear2
Noncharitable Assets Year22093NoncharitableAssetsYear2
Distribution Ratio Year2158.623985DistributionRatioYear2
Qualifying Distributions Year3293000QualifyingDistributionsYear3
Noncharitable Assets Year31650NoncharitableAssetsYear3
Distribution Ratio Year3177.575758DistributionRatioYear3
Qualifying Distributions Year4265204QualifyingDistributionsYear4
Noncharitable Assets Year46620NoncharitableAssetsYear4
Distribution Ratio Year440.061027DistributionRatioYear4
Qualifying Distributions Year5296597QualifyingDistributionsYear5
Noncharitable Assets Year576835NoncharitableAssetsYear5
Distribution Ratio Year53.860181DistributionRatioYear5
Total Distribution Ratio609.392761TotalDistributionRatio
Average Distribution Ratio121.878552AverageDistributionRatio
Net Noncharitable Assets4157NetNoncharitableAssets
Adjusted Noncharitable Assets506649AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One506649AdjNonchrtblAssetsAndOnePct
Qualifying Distributions155000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKENNETH W CLINGENBooksInCareOfPersonName
Books In Care Of Phone Number6308712600BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12100 MANCHESTER RDAddressLine1
CityWHEATONCity
StateILState
ZIP Code60187ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BRIAN T CLINGEN
66 BREAKENRIDGE FARM ROADOAK BROOKIL60523DIR./PRES./TREAS.1.00000
DEIDRE M CLINGEN
66 BREAKENRIDGE FARM ROADOAK BROOKIL60523DIRECTOR1.00000
KENNETH W CLINGEN
2100 MANCHESTER ROADWHEATONIL60187DIR./SEC.1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4220AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4220TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4220AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable63CashDeemedCharitable
Net Noncharitable Assets4157NetNoncharitableAssets
Minimum Investment Return208MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return208MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj208DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded208DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted208DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions155000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions155000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions155000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted208DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5293061ExcessDistriCarryoverYear5
Excess Distri Carryover Year4264965ExcessDistriCarryoverYear4
Excess Distri Carryover Year3292917ExcessDistriCarryoverYear3
Excess Distri Carryover Year2331895ExcessDistriCarryoverYear2
Excess Distri Carryover Year1317931ExcessDistriCarryoverYear1
Total Excess Distri Carryover1500769TotalExcessDistriCarryover
Qualifying Distributions155000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year208AppliedToCurrentYear
Remaining Distri From Corpus154792RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1655561TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5293061ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1362500ExcessDistriCyovToNextYear
Excess From Year4264965ExcessFromYear4
Excess From Year3292917ExcessFromYear3
Excess From Year2331895ExcessFromYear2
Excess From Year1317931ExcessFromYear1
Excess From Current Year154792ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerBRIAN T CLINGENContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CATHOLIC CHARITIES
721 N LASALLECHICAGOIL60614NONE501(C)(3)GENERAL FUND$25,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BOULEVARDCHICAGOIL60607NONE501(C)(3)YOUTH & FAMILY SUPPORT$25,000
PMC-JIMMY FUND
17 PARKS CROSSINGPITTSFORDNY14534NONE501(C)(3)RESEARCH$5,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONE501(C)(3)EDUCATION$100,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year155000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBRIAN CLINGENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line15101 DARMSTADT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions257000AggregateContributions
Person Contribution TypeXPersonContributionType

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$1,530Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryBANK FEESCategory
Amount$144Amount
Net Investment Income144NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps